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Capital Asset Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Capital Asset Advisory Services’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,502
Closed -$351K – 340
2024
Q2 		$351K Sell
14,502
-2,012
-12% -$48.4K 0.02% 226
2024
Q1 		$397K Sell
16,514
-1,342
-8% -$32.4K 0.02% 211
2023
Q4 		$432K Sell
17,856
-4,110
-19% -$97.3K 0.03% 206
2023
Q3 		$516K Sell
21,966
-292
-1% -$6.88K 0.04% 190
2023
Q2 		$527K Sell
22,258
-496
-2% -$11.8K 0.04% 200
2023
Q1 		$541K Sell
22,754
-2,102
-8% -$49.7K 0.04% 195
2022
Q4 		$583K Buy
+24,856
New +$579K 0.05% 191

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Asset Advisory Services's SCHJ Position: Q3 2024 in Review

Capital Asset Advisory Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 14,502 shares — an estimated $351K sold.

Capital Asset Advisory Services first reported a position in SCHJ in Q4 2022 and held it in 7 quarters. The position peaked at $583K in Q4 2022. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Capital Asset Advisory Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Asset Advisory Services sold 14,502 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $351K.
  • Capital Asset Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Capital Asset Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $583K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Capital Asset Advisory Services's 13F filing for Q3 2024, filed 17 Oct 2024.